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iShares Short-Term National Muni Bond ETF

833 hedge funds and large institutions have $7.81B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 319 increasing their positions, 306 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 306

1% more capital invested

Capital invested by funds: $7.74B → $7.81B (+$79M)

0% more funds holding

Funds holding: 830833 (+3)

0.46% less ownership

Funds ownership: 89.53%89.08% (-0.46%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
833
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.17%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
75
Increased
319
Reduced
306
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$12.6M +$1.49M +14,096 +13%
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$12.3M -$628K -5,939 -5%
PAS
78
Park Avenue Securities
New York
$12.2M -$145K -1,375 -1%
GBT
79
Grove Bank & Trust
Florida
$11.6M +$271K +2,565 +2%
ACA
80
Ackerman Capital Advisors
Texas
$11.3M -$72.8K -689 -0.6%
TCM
81
TD Capital Management
Tennessee
$11.3M +$1.89M +17,909 +20%
MFIM
82
Mesirow Financial Investment Management
Illinois
$11.2M +$375K +3,544 +3%
PCIA
83
Prime Capital Investment Advisors
Kansas
$11.2M +$979K +9,263 +10%
GT
84
Greenleaf Trust
Michigan
$11.1M -$1.15M -10,925 -9%
GI
85
GAMMA Investing
California
$11M +$2.37M +22,388 +27%
OHIS
86
Oak Harvest Investment Services
Texas
$10.7M +$979K +9,264 +10%
HWA
87
Heartwood Wealth Advisors
Virginia
$10.4M +$431K +4,075 +4%
AWA
88
Aaron Wealth Advisors
Illinois
$10.4M -$1.43M -13,543 -12%
AW
89
Alaethes Wealth
Nevada
$10.2M +$174K +1,645 +2%
Corient Private Wealth
90
Corient Private Wealth
Florida
$10.1M -$228K -2,157 -2%
QC
91
Quent Capital
New York
$9.88M +$412K +3,893 +4%
CCB
92
Country Club Bank
Missouri
$9.88M +$2.16M +20,422 +28%
Jane Street
93
Jane Street
New York
$9.36M +$9.37M +88,643 New
MW
94
MBL Wealth
North Carolina
$9.13M -$153K -1,446 -2%
PAG
95
Private Advisor Group
New Jersey
$9.08M -$544K -5,143 -6%
BA
96
BIP Alliance
Georgia
$8.96M +$160K +1,512 +2%
PIFP
97
Partners in Financial Planning
Virginia
$8.9M -$72.8K -689 -0.8%
OMC
98
Old Mission Capital
Illinois
$8.88M +$8.88M +84,045 New
M&T Bank
99
M&T Bank
New York
$8.42M +$1.46M +13,802 +21%
SAG
100
SageView Advisory Group
California
$8.28M -$290K -2,747 -3%